AN INTENTIONAL PARTNERSHIP FOR ADVISORS LOOKING TO THRIVE IN THEIR PRACTICE

We built Journey to solve the advisor’s fundamental challenges. Even with independence, resources, and technology, advisors still need a supportive community to help manage their practices and teams.

OUR WHY

We started this firm because we believe that support doesn’t just mean a high-end tech stack or access to robust solutions.

To us, support means intentionally partnering with advisors to help them make critical practice management decisions across every area of their practice.

The RIA industry is evolving, and we’re committed to building a firm that transcends industry norms around what an RIA platform can and should look like.

OUR VALUES

We’re driven by a core set of principles that guide our business decision-making, our actions with you, and the way we support each other within our team.

HONESTY

COMMUNITY

EQUALITY

FAIRNESS

COMMUNICATION

FAMILY

ACCESS

MEET YOUR TEAM

Laurie Adams, RICP®

Financial Advisor, Managing Director

Brett Agnew, CFP®

Financial Advisor

Kathleen Barlow

Financial Advisor, Managing Director

Kristin Bartlow, CFP®, CLU®, RICP®, CHFC®, WMCP®

Financial Advisor, Managing Director

DAMIAN LOBASSO

CFO, Partner

CHARLES BRITTON

Strategic Partner & Advisor

MIKE BROWN

Financial Advisor, Partner

Cody Capobianco

Investment Analyst

Melissa Clark

Director of Planning

Adrienne Conrad

Executive Assistant

BRIAN FLYNN

Financial Advisor, Partner

Danielle Handshaw

Manager of Client Service

Mark Lebida, CFA®

Managing Director, Investments

Angela Lessor, CFP®

Financial Advisor

ERIN MOELLER

Chief of Staff

Mark Newfield, CFP® and RICP®

Financial Advisor, Managing Director

AMANDA PASQUALE

Investment Operations Manager

PENNY PHILLIPS

President, Partner

Kevin Rinow, CFP®, CLU®, RICP®, CHFC®

Financial Advisor

KAREN SAMUELS

Investment Operations Manager

JASON SANGEKAR, CFA®

Managing Director, Capital Markets

RYAN SIMPSON

Operations Associate

JOHN SOLIK

Financial Advisor, Managing Director

Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.